Jon StricklandCRD Number: 4517966
Current Firm: Captrust
Jon Strickland (CRD# 4517966) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Capfinancial Partners, LLC||Raleigh, NC||Feb 2004 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management173,567MILLIONS
Total Number of Accounts3,747ACCOUNTS
Average Account Value$46,321,716
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV